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1520 West Canal Court Suite 100, Littleton, CO 80120 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| KY | RA | APPROVED | 2022-09-06 |
Branch Locations
Georgetown, KY • United States
1520 West Canal Court Suite 100, Littleton, CO 80120 • United States
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| Transamerica Financial Advisors, Inc | Lexington | KY | 08/2014 | 08/2022 |
| World Financial Group, Inc. | Lexington | KY | 01/2013 | Present |
| Bookworm Bookkeeping Services, Llc | Georgetown | KY | 01/2011 | Present |
| Msi Financial Group, Inc | Lexington | KY | 06/2016 | 05/2022 |
| Ce & Db Enterprise, Llc | Georgetown | KY | 02/2019 | 06/2020 |
| Msi Financial Group, Inc | Lexington | KY | 06/2017 | 05/2022 |
| One Life America, Inc | Georgetown | KY | 09/2020 | Present |
| Tucker Asset Management Llc | Littleton | CO | 08/2022 | Present |
Sales of insurance and non-insurance products, part-time or full-time, for companies affiliated with Transamerica Financial Advisors, Inc. BOOKWORM BOOKKEEPING SERVICES, LLC/INVESTMENT RELATED - NO/2893 FRANKFORT ROAD, GEORGETOWN, KY 40324/BOOKKEEPING AND PAYROLL SERVICES/OWNER/01.2011/30/30/BOOKKEEPING AND PAYROLL ACTIVITIES#10;#10; One Life America, Inc./no/1115 Chickasaw Trail Georgetown, KY 40324/09/10/2020/Agent/15/1/Call for leads to set appointments for Medicare education as well as present Medicate Advantage and Medicare Supplement products for sale/approved with restrictions
| Code | Exam | Date |
|---|---|---|
| S65 | Uniform Investment Adviser Law Examination | 2014-08-07 |
| S63 | Uniform Securities Agent State Law Examination | 2014-06-03 |
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